Our Team

Derek graduated from the University of Guelph with a dual degree in Economics and Philosophy. In 2000, he joined BMO Nesbitt Burns. Since then, Derek has become Options licensed. He also has the unique ability to make trades for clients on a discretionary basis because of his MPA designation.

Derek's enthusiasm for investment management is evident in his day to day schedule. His excellent listening skills, and honest approach inspires trusting relationships with his clients.

Away from the office, Derek's life revolves around his wife and two energetic daughters, plus a variety of sports interests.

Kathy graduated from Humber College with a diploma in Law Enforcement and Administration. After finishing her post-secondary school education, Kathy joined BMO where she has worked for over 25 years helping business owners and professionals achieve their financial goals. While employed by BMO she attained her Personal Financial Planner (PFP®) designation from the Canadian Securities Institute along with accreditations in Investment and Tax Planning, Risk Management and Estate Planning and Financial Goal Counselling. Kathy is married with two daughters. When not working she enjoys spending time with her family, traveling, baking and listening to Spanish music.

Nelia was born and raised in Kitchener then moved to Mississauga in 2001.  Nelia graduated from University of Waterloo with a Bachelors degree in Sociology and a minor in Legal Studies.  Nelia joined BMO Nesbitt Burns in 2002 and for over 20 years has been dedicated to her Advisory Team and valued clients.  Nelia loves gardening, crafts, and the beach.  She enjoys spending free time with her husband and son, enjoying all things outdoors.